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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 31 years of experience in the finance industry. Ann Ainsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Abhishek Amatya (CRD# 5475713) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 9 years of experience in the finance industry.
James Baker (CRD# 3256288) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Wyomissing, PA and has over 21 years of experience in the finance industry.
Karen Bausch (CRD# 2237119) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wyomissing, PA and has over 26 years of experience in the finance industry.
Jay Bavlish (CRD# 2870126) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wyomissing, PA and has over 25 years of experience in the finance industry.
Stephen Bealer (CRD# 4689868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 18 years of experience in the finance industry.
Michael Billera-Smith (CRD# 6215270) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyomissing, PA and has over 8 years of experience in the finance industry.
Jennifer Bilodeau (CRD# 4590046) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wyomissing, PA and has over 19 years of experience in the finance industry.
Jeffrey Bingham (CRD# 2329160) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wyomissing, PA and has over 28 years of experience in the finance industry. Jeffrey Bingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michelle Bosch (CRD# 1288727) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 37 years of experience in the finance industry.